Middle Market RM I

Sales and Business Development

Pursues new middle market-sized business clients with borrowing needs greater than $3 million and who are generally greater than $10 million in annual revenue. Generates deposit, loan, and fee revenue growth for the bank. Identifies and executes capital markets opportunities as appropriate. Promotes a full suite of banking products and services, including Treasury Management products, interest rate hedging products, and foreign currency exchange concepts.

Relationship Management and Client Support

Maintains a thorough knowledge of the features and benefits of all Bank products and services. Assesses clients' financial needs and objectives to provide tailored banking solutions. Prepares and maintains accurate call records of client service calls made and meetings held with present and prospective clients. Addresses client inquiries, troubleshoots issues, and provides ongoing support to assigned portfolio of clients.

Compliance and Risk Management

Determines initial credit worthiness and ensures adherence to bank policies. Negotiates with clients to obtain optimal terms and conditions for a mutually beneficial relationship. Oversees the proper execution of all loan documents in accordance with Bank policy and closes transactions. Monitors credit quality standards and financial statement monitoring, and addresses past due accounts.